Edit a calculated metric definition formula

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • Edit a formula in a calculated metric definition to update the calculation logic or apply changes to historical data.

    Before you begin

    Roles required: sn_esg.metric_manager, or sn_esg.program_manager

    Procedure

    1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace.
    2. Select List > Metrics > Calculated metric definitions.
    3. Open a calculated metric definition record.
    4. Select Formula builder from the left panel.
    5. Select Edit.
    6. Make the required changes to the formula in the text field.
    7. Select Save formula.
      The Apply changes and save dialog opens. The changes are applied to future data by default.
    8. If you want to apply the changes to historical data, do the following.
      1. Select the Apply to historical data as well check box.
      2. In the Apply changes from field, select a period.
        All data records from the selected period onward are reset to Pending and recalculated using the updated formula.
    9. Optional: Enter any relevant notes in the Type your comments here field.
    10. Select Save.

    Result

    The formula is saved as a new version. The new version is listed in the Versions related list on the calculated metric definition.